WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.95B
AUM Growth
+$233M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,202
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$4.68M
3
+$3.46M
4
CIVI icon
Civitas Resources
CIVI
+$3.15M
5
CASY icon
Casey's General Stores
CASY
+$2.81M

Top Sells

1
+$6.22M
2
+$5.1M
3
+$4.6M
4
NVDA icon
NVIDIA
NVDA
+$2.86M
5
JJSF icon
J&J Snack Foods
JJSF
+$2.6M

Sector Composition

1 Technology 23.02%
2 Financials 9.22%
3 Healthcare 8.68%
4 Consumer Discretionary 7.9%
5 Industrials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$262K 0.01%
2,550
427
$261K 0.01%
583
428
$255K 0.01%
471
429
$255K 0.01%
8,299
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430
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431
$253K 0.01%
10,000
432
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+2,272
433
$252K 0.01%
4,950
434
$251K 0.01%
1,833
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435
$247K 0.01%
526
436
$247K 0.01%
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437
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2,782
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438
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7,100
439
$244K 0.01%
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440
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8,234
-6
442
$243K 0.01%
3,710
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443
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444
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445
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446
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447
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5,723
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448
$228K 0.01%
650
449
$227K 0.01%
3,290
-2,702
450
$227K 0.01%
1,636
+7
16 17
18
19 20